LRI Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Hold	651	–	–	0.02%	278
2025 Q1	$225K	Buy	+651	New	+$225K	0.02%	250
2024 Q4	–	Sell	-520	Closed	-$153K	–	1153
2024 Q3	$153K	Hold	520	–	–	0.01%	327
2024 Q2	$135K	Buy	+520	New	+$135K	0.02%	334